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CubeSmart（CUBE）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
CubeSmart的季度营收约是Ribbon Communications Inc.的1.7倍（$281.9M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 29.4%，领先25.4%），CubeSmart同比增速更快（3.3% vs -10.3%），过去两年CubeSmart的营收复合增速更高（2.9% vs -8.1%）
CubeSmart是一家专注于投资自助仓储设施的美国房地产投资信托，为美国第三大自助仓储运营商。截至2024年12月31日，公司在全美25个州及哥伦比亚特区共持有631座自助仓储物业，可出租总面积达4580万平方英尺。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
CUBE vs RBBN — 直观对比
营收规模更大
CUBE
是对方的1.7倍
$162.6M
营收增速更快
CUBE
高出13.6%
-10.3%
净利率更高
RBBN
高出25.4%
29.4%
两年增速更快
CUBE
近两年复合增速
-8.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.9M | $162.6M |
| 净利润 | $82.8M | $89.1M |
| 毛利率 | — | 42.9% |
| 营业利润率 | 40.2% | 37.6% |
| 净利率 | 29.4% | 54.8% |
| 营收同比 | 3.3% | -10.3% |
| 净利润同比 | -6.8% | — |
| 每股收益（稀释后） | $0.36 | $0.50 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CUBERBBN
| Q1 26 | $281.9M | $162.6M | ||
| Q4 25 | $282.7M | $227.3M | ||
| Q3 25 | $285.1M | $215.4M | ||
| Q2 25 | $282.3M | $220.6M | ||
| Q1 25 | $273.0M | $181.3M | ||
| Q4 24 | $267.7M | $251.4M | ||
| Q3 24 | $270.9M | $210.2M | ||
| Q2 24 | $266.2M | $192.6M |
净利润CUBERBBN
| Q1 26 | $82.8M | $89.1M | ||
| Q4 25 | $77.7M | — | ||
| Q3 25 | $82.4M | $-12.1M | ||
| Q2 25 | $82.4M | $-11.1M | ||
| Q1 25 | $88.7M | $-26.2M | ||
| Q4 24 | $101.9M | — | ||
| Q3 24 | $101.0M | $-13.4M | ||
| Q2 24 | $94.2M | $-16.8M |
毛利率CUBERBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 68.7% | 53.3% | ||
| Q3 25 | 68.1% | 50.1% | ||
| Q2 25 | 68.5% | 49.6% | ||
| Q1 25 | 69.6% | 45.4% | ||
| Q4 24 | 71.7% | 55.7% | ||
| Q3 24 | 69.8% | 52.1% | ||
| Q2 24 | 68.8% | 50.8% |
营业利润率CUBERBBN
| Q1 26 | 40.2% | 37.6% | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | -10.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | — | -1.0% |
净利率CUBERBBN
| Q1 26 | 29.4% | 54.8% | ||
| Q4 25 | 27.5% | — | ||
| Q3 25 | 28.9% | -5.6% | ||
| Q2 25 | 29.2% | -5.0% | ||
| Q1 25 | 32.5% | -14.5% | ||
| Q4 24 | 38.1% | — | ||
| Q3 24 | 37.3% | -6.4% | ||
| Q2 24 | 35.4% | -8.7% |
每股收益（稀释后）CUBERBBN
| Q1 26 | $0.36 | $0.50 | ||
| Q4 25 | $0.35 | $0.50 | ||
| Q3 25 | $0.36 | $-0.07 | ||
| Q2 25 | $0.36 | $-0.06 | ||
| Q1 25 | $0.39 | $-0.15 | ||
| Q4 24 | $0.45 | $0.05 | ||
| Q3 24 | $0.44 | $-0.08 | ||
| Q2 24 | $0.41 | $-0.10 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $419.1M |
| 总资产 | $6.6B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CUBERBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $5.8M | $96.4M | ||
| Q3 25 | $108.4M | $74.8M | ||
| Q2 25 | $8.7M | $60.5M | ||
| Q1 25 | $10.8M | $71.2M | ||
| Q4 24 | $71.6M | $87.8M | ||
| Q3 24 | $43.5M | $37.2M | ||
| Q2 24 | $5.7M | $64.6M |
总债务CUBERBBN
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M | ||
| Q2 24 | — | $350.0M |
股东权益CUBERBBN
| Q1 26 | $2.7B | $419.1M | ||
| Q4 25 | $2.7B | $449.0M | ||
| Q3 25 | $2.8B | $360.1M | ||
| Q2 25 | $2.8B | $370.4M | ||
| Q1 25 | $2.8B | $381.8M | ||
| Q4 24 | $2.9B | $404.6M | ||
| Q3 24 | $2.8B | $395.5M | ||
| Q2 24 | $2.8B | $405.0M |
总资产CUBERBBN
| Q1 26 | $6.6B | — | ||
| Q4 25 | $6.6B | $1.2B | ||
| Q3 25 | $6.8B | $1.1B | ||
| Q2 25 | $6.7B | $1.1B | ||
| Q1 25 | $6.7B | $1.1B | ||
| Q4 24 | $6.4B | $1.2B | ||
| Q3 24 | $6.2B | $1.1B | ||
| Q2 24 | $6.2B | $1.1B |
负债/权益比CUBERBBN
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.86× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CUBE
| Rental income | $239.9M | 85% |
| Other | $32.1M | 11% |
| Property management fee income | $9.9M | 4% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
